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2Q26 Memory Price Forecast

Last Modified

2026-03-26

Update Frequency

Aperiodically

Format

PDF

AI demand shifts memory capacity to enterprise products. Severe shortages will drive continuous contract price hikes.

Key Highlights

Supply Squeeze: Prioritizing server memory heavily restricts consumer supply.
AI Demand: Cloud giants secure long-term contracts despite rising costs.
Consumer Strain: Higher costs force device price hikes and capacity downgrades.
Price Uptrend: Severe shortages ensure steady price hikes across all memory sectors.

Table of Contents

Strong AI Server Demand Continues to Drive Up Contract Prices; CSPs Secure Production Capacity and Supply via LTAs
Strong AI Server Demand Will Sustain DRAM Price Rally in 2Q26 and Squeeze Profit Margins for Consumer Applications
- Price Projections on Different Categories of DRAM Products
Arms Race of AI Computing Power Intensifies; Expansion of Carved-Up Capacity Ramps up NAND Flash Prices
- Price Projections on Different Categories of NAND Flash Products

<Total Pages: 11>

Sector: AI Server / Data Center Memory & Storage

Tag: Server Memory DRAM NAND Flash Memory Chip AI Server Contract Price CSP Pricing Trends Supply Chain Bottleneck Supply & Demand

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